We recommend that each person identify three (3) people and/or an institution to act on their behalf regarding financial matters in the event of incapacity or upon death.

Yes, I have three people and/or an institution to provide to the attorney during my consultation.
No, I do not currently have three people and/or an institution identified and will consider this further prior to my consultation.
No, I do not currently have three people and/or an institution identified and would like to discuss this during my consultation.

Living Trust Consultation Form

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